Client Advisory

Biography

Jennifer is an Associate in the Pennsylvania office.

Prior to joining Cerity Partners, Jennifer served as the Executive Operations Assistant for Permit Capital Advisors, LLC.  Utilizing her more than ten years of experience in the financial services industry, she oversaw all administrative tasks including scheduling, event planning, and coordination of client-related activities.  She worked closely with each member of the team to ensure that action items were tracked efficiently and deadlines were met.  In the role, Jennifer ensured a cohesive approach amongst the firm’s operations bridging its client service teams and back office.  Prior to joining Permit she worked for five years at Miller Investment Management in a similar capacity.

Connect with Jennifer

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.